News & Resources

Stay the Course

In times of uncertainty, it’s natural to feel overwhelmed — especially when headlines are loud, markets are volatile, and the future feels foggy. But just like the sun still shines above the storm clouds, market fundamentals remain, even when emotions threaten to cloud our judgment.

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  • Volatility, the Economy, and the Markets

    The first two and a half months of 2025 have been a whirlwind for the financial markets, with sig…

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  • 2024 Annual Market Review

    2024 Annual Market Review After a 26% total return from the S&P 500® Index in 2023, few predi…

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  • 2024 Tax Return Preparation Agreement – Engagement Conditions and Limitations

    Important Information for 2024 Verus Tax Clients. 2024 Tax Engagement Letter

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